Partner Portal

GoldCRM Partner Portal™ Features
  • Easy to use and intuitive web interface requires very little training.
  • Fully customizable front and back end .NET architecture.
  • Supports extensive field service functionality including:
    • Accept/Reject work orders
    • Change Status
    • View Driving Directions and Alerts
    • Log Timestamps
    • Log Time & Expenses
    • Log Notes
    • Log Activities
    • Create/Fulfill Tasks
    • Log Parts Used
    • Order, Receive and Return Parts
    • Maintain Site Configuration
    • Create & Run Custom Reports
    • View and Maintain Personal Skills and Schedules
    • Create and Print Service Estimates
    • Record Payments and Print Receipts
    • Close Work Orders
  • Managers schedule report allows field managers and 3rd party administrators to view schedules for all of their resources at once.
  • Fully integrated foreword and reverse logistics functionality for tracking installations and returns.
  • Integrated partner ownership model supports “named” and “virtual” 3rd party resource definitions.
  • Integrated Service Level Agreement (SLA) fulfillment ties recorded activity to SLA fulfillment.
  • Ad-hoc reporting feature allows administrators to create and run reports on past activities while limiting the data retrieved on a “need-to-know” basis.